TruBot Automates Data Retrieval of Speed Post for a Leading Bank

The client is one of India’s premier private-sector banks, renowned for its strong presence in the financial services industry. With a robust customer base and a broad range of banking products and services, the bank has built a reputation for innovation, reliability, and customer-centricity.

The Challenge: Third-Party Dependency Issues

The bank's reliance on an outdated, Excel-based tracking system for managing deliverables sent via courier and speed post created significant operational inefficiencies. The process involved logging into third-party systems and manually copying AWB details into Excel files, a time-consuming and error-prone task. This manual data entry led to frequent delays and inaccuracies, increasing dependency on external systems and adding unnecessary complexity to the process.

For the Chief Information Officer (CIO), the inefficiencies were becoming a growing concern. The manual workflow not only resulted in slow processing times but also created friction with third-party systems, which further delayed operations. Additionally, the extensive manual effort incurred high overhead costs, making it unsustainable in the long run. This inefficiency directly impacted customer satisfaction, as service delays and errors began to accumulate. The CIO recognized the urgent need for a more streamlined, automated solution to eliminate manual intervention, reduce errors, and improve overall operational efficiency. The bank was in dire need of a solution that would modernize its tracking processes and enhance service delivery.

The Solution: Cutting-Edge TruBot RPA Integration

Datamatics implemented a robust solution powered by Robotic Process Automation (RPA), leveraging a multi-bot architecture to streamline the tracking and management of speed post deliveries. The solution involved deploying multiple bots, each designed to independently log into third-party courier systems, capture the AWB details, and automatically populate the data into the bank's Excel tracking file.

This automation ensured that the status of deliveries was updated consistently and accurately at a fixed time each day. By eliminating the need for manual data entry, the solution significantly reduced the risk of errors and operational delays. The multi-bot architecture enabled the system to handle several updates simultaneously, ensuring efficient data retrieval and processing.

With this automated approach, the bank was able to generate real-time, accurate delivery status reports without the extensive third-party dependencies or manual intervention that had previously burdened the operations team. This solution not only enhanced efficiency but also improved the overall accuracy and timeliness of the bank’s delivery tracking process.